See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,974 | $165,984-81.3% | $164,813-81.2% | $145,922-78.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 9.06% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,780 | $5,273-66.3% | $4,341-59.0% | $4,660-61.8% |
| Participant deferral / active EE | $4,464 | $6,959-35.9% | $6,031-26.0% | $6,688-33.3% |
| Admin fee / account holder | $10,388 | $16,648-37.6% | $12,690-18.1% | $13,397-22.5% |